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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$89.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.2M
3
Wells Fargo
Wells Fargo
California
+$44.3M
4
MCM
MAI Capital Management
Ohio
+$31.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$28.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$153M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$66.5M
3
HNB
Huntington National Bank
Ohio
-$23.5M
4
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
5
AG
AlTi Global
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
876
Crescent Grove Advisors
Illinois
$261K – – –
AA
877
Apriem Advisors
California
$260K +$260K +1,965 New
BCMLT
878
Beacon Capital Management LLC (Tennessee)
Tennessee
$258K +$14.8K +112 +6%
CFO
879
Collective Family Office
Pennsylvania
$257K – – –
Empower Advisory Group
880
Empower Advisory Group
Colorado
$257K -$9.38K -71 -4%
KPWG
881
KFA Private Wealth Group
Virginia
$255K -$25.5K -193 -9%
PAI
882
Pittenger & Anderson Inc
Nebraska
$255K – – –
QC
883
Quadrature Capital
United Kingdom
$254K +$254K +1,926 New
PPA
884
Pacific Point Advisors
California
$253K +$253K +1,896 New
CBTWT
885
Community Bank & Trust (Waco, Texas)
Texas
$253K – – –
PL
886
Plancorp LLC
Missouri
$253K +$1.98K +15 +0.8%
VT
887
Vise Technologies
New York
$252K -$264 -2 -0.1%
ESB
888
Essex Savings Bank
Connecticut
$252K -$5.68K -43 -2%
FF
889
Friday Financial
Iowa
$251K +$251K +1,902 New
TFM
890
TFC Financial Management
Massachusetts
$251K – – –
HCM
891
Hall Capital Management
Rhode Island
$251K +$251K +1,900 New
TLA
892
Tanglewood Legacy Advisors
Texas
$251K +$6.21K +47 +3%
CBA
893
Coastal Bridge Advisors
Connecticut
$250K – – –
WF
894
WoodTrust Financial
Wisconsin
$250K – – –
ONSWM
895
Old North State Wealth Management
North Carolina
$249K +$1.72K +13 +0.7%
WB
896
Webster Bank
Connecticut
$248K -$9.25K -70 -4%
GS
897
GWN Securities
Florida
$248K +$248K +1,853 New
PIM
898
Penobscot Investment Management
Massachusetts
$247K +$264 +2 +0.1%
BOPW
899
Brandywine Oak Private Wealth
Pennsylvania
$246K +$1.98K +15 +0.8%
RBWA
900
RFG - Bristol Wealth Advisors
Massachusetts
$246K +$246K +1,864 New
34 35
36
37 38